GM
TUA icon

GeoWealth Management’s Simplify Short Term Treasury Futures Strategy ETF TUA Stock Holding History

GeoWealth Management’s Portfolio TUA Stock Details TUA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-60,371
Closed -$1.33M – 1200
2025
Q2 		$1.33M Buy
60,371
+6,863
+13% +$150K 0.05% 206
2025
Q1 		$1.18M Buy
53,508
+19,705
+58% +$423K 0.05% 225
2024
Q4 		$717K Buy
33,803
+16,233
+92% +$352K 0.02% 388
2024
Q3 		$404K Buy
17,570
+2,530
+17% +$56.9K 0.01% 517
2024
Q2 		$321K Buy
+15,040
New +$320K 0.01% 558

Other funds holding TUA

SFBLI
Southern Farm Bureau Life Insurance Jackson, Mississippi $947M AUM 13.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FS
Ferguson Shapiro Decatur, Georgia $342M AUM 13.09% 1-Year Est. Return
FCM
Fourpath Capital Management Oklahoma City, Oklahoma $697M AUM 29.98% 1-Year Est. Return
MAWAG
Mid-American Wealth Advisory Group Kansas City, Missouri $277M AUM 6.22% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
LAS
Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return
PEA
Park Edge Advisors Cleveland, Ohio $475M AUM 23.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

GeoWealth Management's TUA Position: Q3 2025 in Review

GeoWealth Management sold out of Simplify Short Term Treasury Futures Strategy ETF (TUA) in Q3 2025, closing a stake of 60,371 shares — an estimated $1.33M sold.

GeoWealth Management first reported a position in TUA in Q2 2024 and held it in 5 quarters. The position peaked at $1.33M in Q2 2025. 82 funds tracked by Wall St. Rank hold TUA as of Q3 2025.

  • GeoWealth Management reported no remaining Simplify Short Term Treasury Futures Strategy ETF position as of Q3 2025 after selling out during the quarter.
  • GeoWealth Management sold 60,371 Simplify Short Term Treasury Futures Strategy ETF shares in Q3 2025, an estimated $1.33M.
  • GeoWealth Management first reported a position in Simplify Short Term Treasury Futures Strategy ETF in Q2 2024 and held it in 5 quarters.
  • GeoWealth Management's Simplify Short Term Treasury Futures Strategy ETF position peaked at $1.33M in Q2 2025.
  • 82 funds tracked by Wall St. Rank held Simplify Short Term Treasury Futures Strategy ETF as of Q3 2025.

Based on GeoWealth Management's 13F filing for Q3 2025, filed 13 Nov 2025.